Availability All Editions
Choose which information is displayed in the Resource Overview, such as skills, the primary role, or the responsible resource manager. This helps you keep the most relevant details visible at a glance.
Required User Rights
- To access the Resource Pool and, consequently, the Information Panel with the Resource Overview, your user group must have the Edit Resource Pool and Absences permission under Project and Resource Planning > Resources, Teams, and Roles.
- To configure the Resource Overview, your user group must have the Types & Configurations (Add Form, Details, Overview (if applicable)) permission under System Administration > System Configuration.
Where to Find
You can find the Resource Overview in the following views:
Click the information icon in the right sidebar to open the Information Panel that contains the Resource Overview:
The Resource Overview displays additional information for the resource you have selected in your current view:
How to Configure the Resource Overview
Configure the resource overview to quickly view basic information about a resource, such as its Primary Role or the responsible Resource Manager.
The Resource Overview applies to all resources.
Open the left sidebar, click Manage, and select Types & Configurations > Resource > Resource Overview:
Alternatively, open the Overview of a resource in the Information Panel and click Configure Overview:
Available Fields
The following fields are available for the Resource Overview:
- All system fields in this list
- All resource fields under Manage > Custom Fields > Resources
You must add at least one field to the configuration in order to save it.